Knowledge base

The fourth panel in Assistant Settings (/settings/assistant, FileText icon). Upload documents for your Executive Assistant (EA) to read and reference; list and delete what's already there.

Documents are scoped to you. They aren't shared with teammates and aren't merged into the organization-wide knowledge graph that admins manage from Organization admin.

Uploading

Drop a file into the upload area or use the picker. A progress indicator shows percent complete; on success, the document appears in the list. The request is POST /api/user/assistant/documents as multipart form-data, streamed with an XHR progress event.

Deleting

Click the delete control on a row. The document is removed immediately. The request is DELETE /api/user/assistant/documents/{documentId}. There is no undo. A confirmation email is sent automatically when a document is deleted — this is treated as a security event and cannot be turned off in your notification preferences.

Uploads and deletes take effect in real time — there is no separate Save step for this panel. Both operations send a confirmation email; uploads respect your Account updates notification preference, deletes are always sent. See Email notification preferences.

FAQ

What file types are supported? Whatever PersonalDocumentUpload accepts server-side. Rejected files surface a specific error.

Does my teammate see my documents? No. Personal-scope only. Admins cannot read the contents either — documents are indexed for your assistant's context alone.

Does uploading "train" my EA? It adds the content to your retrieval context. The underlying model is not fine-tuned on it; true fine-tuning (LoRA) is a separate organization-level pipeline.

Can I upload a shared team document here? You can upload a copy, but it remains scoped to you. If it's team knowledge, an admin should add it through the organization-level knowledge surface.